+8,958.9%
SWKS vs HSY
+4,423.4%
+4,535.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -3.1% | +3.8% | -7.0% | -3.8% |
| 30D | +8.3% | +6.9% | +1.4% | +6.9% |
| 3M | +20.2% | -4.1% | +24.3% | +20.8% |
| 6M | +24.9% | -5.0% | +29.9% | +25.4% |
| YTD | +33.2% | -2.3% | +35.4% | +32.7% |
| 1Y | +23.6% | +6.1% | +17.5% | +21.3% |
| 3Y | +1.3% | -0.7% | +1.9% | -0.6% |
| 5Y | -40.6% | +9.9% | -50.5% | -43.1% |
| 10Y | +35.3% | +127.8% | -92.5% | +15.6% |
| All | +8,958.9% | +4,423.4% | +4,535.5% | +6,591.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling